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Stockman Wealth Management’s Novartis NVS Stock Holding History

Stockman Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,527
Closed -$239K – 156
2018
Q2 		$239K Buy
+3,527
New +$243K 0.11% 125

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stockman Wealth Management's NVS Position: Q3 2018 in Review

Stockman Wealth Management sold out of Novartis (NVS) in Q3 2018, closing a stake of 3,527 shares — an estimated $239K sold.

Stockman Wealth Management first reported a position in NVS in Q2 2018 and held it in 1 quarter. The position peaked at $239K in Q2 2018. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

  • Stockman Wealth Management reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
  • Stockman Wealth Management sold 3,527 Novartis shares in Q3 2018, an estimated $239K.
  • Stockman Wealth Management first reported a position in Novartis in Q2 2018 and held it in 1 quarter.
  • Stockman Wealth Management's Novartis position peaked at $239K in Q2 2018.
  • 1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Stockman Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.